Jigisha Thakor is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc since 2015. Outside of her advisory role, she teaches yoga, co-hosts a podcast focused on working mom entrepreneurs, and serves as a board member of the Greater Westfield Chamber of Commerce. Hornor, Townsend & Kent serves individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual registration as an SEC-registered adviser and FINRA-member broker-dealer, providing a broad range of custody, execution, brokerage, and investment management services.

John Fagoni is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2020. Prior to that, he was with JPF Insurance for four years and spent a year at the US Census. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services.

Mark Shpizner is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at BlackRock Investments and Centerbridge Partners before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with in-house research and specialized market roles, supporting bespoke solutions for high-net-worth clients and leveraging institutional scale.

Martine Gulliver is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Her prior roles include positions at Dartmouth College and involvement with community organizations such as the YMCA of Montclair and Montclair United Soccer Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and incorporates both discretionary and non-discretionary programs.

Jacob Cowen is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. His prior work history includes roles at WOOD & Company, Northrop Grumman, Fordham University, and Kayne Anderson Rudnick. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Nicholas Tsakon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Pruco Securities, LLC for 14 years before joining Transamerica Financial Advisors and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, with a range of discretionary and non-discretionary investment programs.

Alex Bedlitsky is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2015, including a one-year period at Sine. Outside of his advisory role, he conducts online research in data science and artificial intelligence for a Poland-based IT services firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and derivatives services.

Ou Xu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Ernst & Young LLP and Weichert Realtors, among others. He is also the owner of a single rental property inherited in 2016. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment options.

Cheick Konate is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Citi Private Bank, TD Bank N.A., and TD Private Client Wealth LLC. Outside of his advisory work, he also drives for Uber LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale alongside unique market roles such as derivatives and futures services.

Diana Carney is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 66 and Series 65 credentials and bringing 23 years of industry experience. She has been with Valic Financial Advisors since 2013 and has also worked with Agia since 2022. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Sean Wickersham is a financial advisor with TLG Advisors, Inc. in Colts Neck, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with TLG Advisors since 2009 and previously worked at LFI Advisory from 2017 to 2021. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolios.

Nicola Brancato is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Oppenheimer, he has been involved with Project Bullies LLC since 2021 and worked at Microcenter from 2020 to 2021. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management and financial planning. The firm’s investment approach varies by program and advisor and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing, managing approximately $36.7 billion in assets as of the end of 2025.

Wahaj Aslam is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022, and previously held roles at USI Advisors, NYLIFE Securities LLC, and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, supported by in-house research and distinctive market roles.

Drew Elmorejr is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley, UBS, and TD Bank N.A. Drew's background includes positions across both wealth management and financial services sectors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and provides specialized services including derivatives and futures trading.

Yong Chen is a financial advisor with Eagle Strategies (NY Life) in Brooklyn, NY, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has been with Eagle Strategies since 2013 and has also worked with NYLIFE Securities LLC and New York Life Insurance Company for nearly two decades. Outside of his advisory role, he is an investor in a real estate property in New York City. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types with a focus on tailored recommendations and predominantly manages assets on a non-discretionary basis.

Ryan Catlaw is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His career includes roles at Eagle Strategies since 2016, NYLife Securities LLC since 2014, and New York Life Insurance Co. since 2013. He is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Megan Haran is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab, TD Ameritrade, and Taffrial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Bryan Alzate is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with Schwab Wealth Advisory in Jersey City, NJ. His prior work includes roles at Bank of America, Merrill, Santander Bank, National Securities Corp, and Edward Jones. He holds a Series 66 license. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, serving clients through annual financial reviews and investment recommendations based on Schwab’s standard asset allocation models and research tools. The firm does not exercise discretionary trading authority and operates under a cost-and-expense plus arrangement through Charles Schwab & Co., Inc.

Antoinette Yock is a financial advisor at Kestra Advisory with 30 years of industry experience. She holds the Series 63 and Series 66 credentials. Her background includes long-term roles at Foresters Financial Services from 1994 to 2019 and subsequent positions within Kestra Investment Services and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Brian Nagel is a CFA® charterholder with 26 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.